Ridgewood Investments’s AES AES Stock Holding History

Ridgewood Investments’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$669K	Sell	45,661 -22,107	-33%	-$321K	0.25%	125
2026 Q1	$955K	Buy	+67,768	New	+$1.01M	0.39%	81
2025 Q3	$1.03M	Sell	78,343 -500	-0.6%	-$6.49K	0.44%	72
2025 Q2	$829K	Buy	+78,843	New	+$844K	0.36%	77
2025 Q1	–	Sell	-14	Closed	-$180	–	677
2024 Q4	$180	Hold	14	–	–	﹤0.01%	700
2024 Q3	$281	Hold	14	–	–	﹤0.01%	706
2024 Q2	$246	Buy	+14	New	+$266	﹤0.01%	750
2023 Q3	–	Sell	-14	Closed	-$290	–	194
2023 Q2	$290	Hold	14	–	–	﹤0.01%	798
2023 Q1	$337	Buy	+14	New	+$356	﹤0.01%	785

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ridgewood Investments's AES Position: Q2 2026 in Review

Ridgewood Investments reduced its AES (AES) stake by 33% in Q2 2026, selling an estimated $321K and leaving 45,661 shares worth $669K. The position accounts for 0.25% of the portfolio, ranked #125.

Ridgewood Investments first reported a position in AES in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Ridgewood Investments held 45,661 shares of AES worth $669K as of Q2 2026.
Ridgewood Investments sold 22,107 AES shares in Q2 2026, an estimated $321K.
AES made up 0.25% of Ridgewood Investments's portfolio in Q2 2026, its #125 holding.
Ridgewood Investments first reported a position in AES in Q1 2023 and has held it in 9 quarters since.
Ridgewood Investments's AES position peaked at $1.03M in Q3 2025.
704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.